![Desjardins](https://media.trabajo.org/img/noimg.jpg)
Assistant - Wealth Management
4 weeks ago
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
Job Level
NV-05
As a wealth management assistant, you play a hands-on role supporting the advisors by performing all the administrative and operational tasks involved in securities account management.
You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think ahead.
You have the leadership required to handle daily requests and perform tasks as instructed, in accordance with our high quality standards.
You are in close, regular contact with our clients, employees and partners to answer questions, take action and keep tabs on any changes in circumstances. Highly developed interpersonal skills are therefore essential.
In your actions, you strive to meet the needs of members and clients while ensuring their full satisfaction, business growth, sound risk and compliance management, and adherence to current practices and policies, as well as leveraging your ability to achieve results.
General Information on the Position
Other working conditions- The work arrangement for the position is hybrid work- Other relevant information : Possibility of a discretionary bonus. Lacasse Paré Bédard team- Number of jobs available : 1
**Qualifications**:
- General College diploma in a related field- A minimum of one year of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered- Strong interest in taking the Securities Trading Course and the Standards of Conduct Manual Course- For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge
Proficiency in Word, PowerPoint and Excel in a Windows environment
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Drive results, Interpersonal Savvy
Work Location
2640, boulevard Laurier Québec
Trade Union
Non Syndiqué
Unposting Date
2024-03-1
Job Family
Member/client sales and service (FG)
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.
-
Wealth Management Advisor
3 weeks ago
Quebec City, Canada SFL Wealth Management Full timeIf you have outstanding interpersonal skills, aspire to be part of a winning team, and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial is currently...
-
Wealth Management Advisor
3 weeks ago
Quebec City, Canada SFL Wealth Management Full timeIf you have outstanding interpersonal skills, aspire to be part of a winning team, and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial is currently...
-
Wealth Management Advisor
2 weeks ago
Quebec City, Canada SFL Wealth Management Full timeIf you have outstanding interpersonal skills, aspire to be part of a winning team , and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial is...
-
Wealth Management Advisor
6 days ago
québec city, Canada SFL Wealth Management Full timeIf you have outstanding interpersonal skills, aspire to be part of a winning team, and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions primarily for independent IT consultants. IT360 Financial is currently...
-
Bilingual Coordinator, Wealth Operations
1 week ago
Québec City, Canada IG Wealth Management Full timeDivision: IGM Client Services Operations Location: Montreal, Winnipeg IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two...
-
Assistant - Wealth Management
4 weeks ago
Quebec City, Canada Desjardins Full timeAt Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...
-
Bilingual Advisor, IG Wealth Connect
2 months ago
Québec City, Canada IG Wealth Management Full timePOSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client...
-
Bilingual Advisor, IG Wealth Connect
4 weeks ago
Québec City, Canada IG Wealth Management Full timePOSITION SUMMARY The Advisor will provide financial planning advice and ongoing client servicing to a segment of client accounts nationally. The Advisor will ensure that regulatory compliance requirements are adhered to in all their activities. This position is also responsible for delivering financial planning advice and an outstanding client...
-
Senior Manager, IG Wealth Connect
1 month ago
Québec City, Canada IG Wealth Management Full timePosition Summary This position will be responsible for all aspects of Corporate Channel operations including providing direction and guidance to direct reports who have a focus on administration, workflow management and process optimization. The Senior Manager is responsible for the daily operations and is knowledgeable in the business unit's...
-
Senior Manager, IG Wealth Connect
4 weeks ago
Québec City, Canada IG Wealth Management Full timePosition Summary This position will be responsible for all aspects of Corporate Channel operations including providing direction and guidance to direct reports who have a focus on administration, workflow management and process optimization. The Senior Manager is responsible for the daily operations and is knowledgeable in the business unit's...
-
Associate Wealth Management
2 weeks ago
Quebec City, Canada National Bank of Canada Full timeA career as a Wealth Management Assistant at National Bank, your ability to work in synergy with clients and colleagues will be showcased. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, most notably with Diane Auger Wealth Management. **Your...
-
Senior Manager, Compliance
6 days ago
Québec City, Canada IG Wealth Management Full timeResponsibilities : Manage, coach and prioritize workload for a team of registered Tier 1 Compliance Managers to ensure all regulatory and internal policy requirements are being met, including daily and other periodic reviews, account and KYC update approvals, outside activity reviews, onboarding activities, social media supervision and more. Monitor...
-
Wealth Management Associate
4 weeks ago
Quebec City, Canada National Bank of Canada Full timeA career as a Wealth Management Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more specifically, within the Boulanger Brunet...
-
Wealth Management Associate
23 hours ago
Quebec City, Canada National Bank of Canada Full timeA career as a Wealth Management Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more specifically, within the Boulanger Brunet...
-
Wealth Management Advisor
3 weeks ago
québec city, Canada SFL Wealth Management Full timeIf you have outstanding interpersonal skills, aspire to be part of a winning team , and can clearly explain financial products, then this role is for you! ABOUT US IT360 Financial stands out as a dynamic and forward-thinking company, providing tailored insurance and investment solutions prim
-
Wealth Management Associate
4 weeks ago
Quebec City, Canada National Bank of Canada Full time**Primary Locations**:Québec, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve customer...
-
Wealth Management Associate
4 weeks ago
Quebec City, Canada National Bank of Canada Full time**Primary Locations**:Québec, Quebec**: **Attendance**:Hybrid**: **Employee Status**:Regular**: **Schedule**:Full-time**: Come live your ambitions as a member of the Wealth Management team at National Bank and work with us to create the most stimulating workplace in the country. Use your talents as a Wealth Management Partner to help us improve customer...
-
Wealth Management Associate
4 weeks ago
Quebec City, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more precisely within Lachance Group. **Your job**: -...
-
Wealth Management Associate
5 days ago
Quebec City, Canada National Bank of Canada Full timeA career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients, more precisely within Khalil Consulting Group **Your...
-
Coordinator - RESP
1 week ago
Québec City, Canada IG Wealth Management Full timeDivision: IGM Client Services Operations Location: Montreal, Winnipeg or Toronto IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more...